Country Focus
Liberation Day Is Here
Markets had a risk-off reaction to the Trump administration’s announcement of reciprocal tariffs, reinforcing the case for defensive portfolio positioning. The proposal includes a 10% baseline tariff on all imports, a 25% tariff on foreign-made vehicles, and…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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